Atlas Private Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-350
| Closed | -$69K | – | 230 |
|
|
2021
Q1 | $69K | Buy |
350
+250
| +250% | +$49.3K | 0.04% | 166 |
|
|
2020
Q4 | $19K | Sell |
100
-250
| -71% | -$47.5K | 0.01% | 263 |
|
|
2020
Q3 | $67K | Hold |
350
| – | – | 0.05% | 165 |
|
|
2020
Q2 | $59K | Hold |
350
| – | – | 0.05% | 183 |
|
|
2020
Q1 | $48K | Hold |
350
| – | – | 0.04% | 183 |
|
|
2019
Q4 | $60K | Buy |
+350
| New | +$60K | 0.05% | 193 |
|